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ENDI Corp. (ENDI)
USD15.35
+0.00 (+0.00%)
US OTC Financial Services Asset Management
Address
1806 Summit Avenue 23230
Richmond, VA, US
Richmond, VA, US
CEO
David K. Sherman
Website
enterprisediversified.com
IPO
2002-01-02
CIK 1908984 ISIN US29260K1097
Description
ENDI Corp. operates in two distinct sectors: investment management and digital connectivity. The firm's asset management division encompasses fund administration and offers essential operational, marketing, and investor relations support to specialized fund managers. Additionally, its internet services arm delivers both residential and commercial-grade internet access, provides web hosting, wholesales managed modem devices, distributes third-party software, and supplies various supplementary services throughout the United States and Canada. Founded in 2021, the company is headquartered in Richmond, Virginia.
Market Cap & Enterprise Value
Merger & Acquisition History
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| CBA | SYTE | 2022-02-03 | View |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD15.35
+0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
924
Beta
0.10
Float Shares
5.12M
Free Float %
96.4%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.13% | +0.13% | -3.63% | -6.43% | -13.54% | -9.67% | -7.91% | +269.02% | +113.10% | +142.08% | -88.29% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
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Revenue composition
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By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
15.35
DCF (Unlevered)
255.98
+1,567.6%
DCF (Levered)
459.37
+2,892.6%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Quality scores
Altman Z-Score
4.77
Safe zone
Piotroski F-Score
3 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+38.9% ★ Q1'26: +17.9% (vs Q1'25)
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EPS growth Asset Management: +22.7%+51.7% ★ Q1'26: -19.0% (vs Q1'25)
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FCF margin FCF growth · Asset Management: +27.7%+31.0% ★ Q1'26: +55.6% (vs Q1'25)
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EBIT margin Asset Management: +50.6%+30.3% Q1'26: +35.8% (vs Q1'25)
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ROIC Asset Management: +6.5%+16.9% ★ Q1'26: +30.3% (vs Q1'25)
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Share dilution Asset Management: +0.0%+0.2% Q1'26: +22.8% (vs Q1'25)
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Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×1.09× ★ Q1'26: 0.95× (vs Q1'25)
Valuation Multiples
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Price Forecast (3Y)
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Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-22 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-20 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-18 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-14 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-12 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-11 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-07 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-04 | C | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-30 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-28 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-27 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-24 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-22 | C | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-17 | C | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
8.57M
OE per share TTM
1.37
Owner's Yield
8.48%
Maintenance CapEx ratio
111.25%
Maint CapEx / Avg PPE
1.8%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
7
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Cohanzick Management, LLC | 6.25M | 67.19% | — | 6.25M | — | 6.25M | OO | Delaware | 2022-08-22 | ↗ |
| 2 | David Sherman | 4.70M | 54.02% | — | 4.70M | — | 4.70M | IN | United States | 2022-08-22 | ↗ |
| 3 | Robert A. Davidow | 1.00M | 13.19% | — | 1.00M | — | 1.00M | IN | United States | 2022-08-22 | ↗ |
| 4 | The David K. Sherman 1997 Family Trust | 1.00M | 13.19% | — | 1.00M | — | 1.00M | OO | New York | 2022-08-22 | ↗ |
| 5 | Cohanzick Absolute Return Master Fund, Ltd | 200.0K | 2.76% | — | 200.0K | — | 200.0K | PN | Cayman Islands | 2022-08-22 | ↗ |
| 6 | Cohanzick Offshore Advisors, LP | 46.5K | 0.64% | — | 46.5K | — | 46.5K | PN | Delaware | 2022-08-22 | ↗ |
| 7 | Carole Levinson Blueweiss 2012 Trust (UAD 11/28/12) | 20.0K | 0.28% | — | 20.0K | — | 20.0K | OO | New York | 2022-08-22 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
This company is not held by any ETF in our universe.
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
5
Sells
0
Shares acquired
70.2K
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+70,168
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-02-28 | Posner Abigail | Director | A-Award | A | Restricted Stock Units | 5,250 | 0.00 | — | 5,250 | — | ↗ |
| 2023-02-28 | MCDONNELL THOMAS A | Director | A-Award | A | Restricted Stock Units | 5,250 | 0.00 | — | 5,250 | — | ↗ |
| 2023-02-28 | Kleinhammer Alea Ann | Officer | A-Award | A | Restricted Stock Units | 45,348 | 0.00 | — | 45,348 | — | ↗ |
| 2023-02-28 | Gupta Mahendra R | Director | A-Award | A | Restricted Stock Units | 5,250 | 0.00 | — | 5,250 | — | ↗ |
| 2023-02-28 | Greer Jessica L. | Officer | A-Award | A | Restricted Stock Units | 9,070 | 0.00 | — | 9,070 | — | ↗ |
| 2022-08-18 | Sherman David K. | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 200,000 | 5.37 | 1.07M | 200,000 | — | ↗ |
| 2022-08-18 | MCDONNELL THOMAS A | Director | P-Purchase | A | Class A Common Stock | 60,000 | 5.37 | 322.1K | 60,000 | — | ↗ |
| 2022-08-18 | Kleinhammer Alea Ann | Officer | P-Purchase | A | Class A Common Stock | 1,500 | 5.37 | 8.1K | 10,029 | — | ↗ |
| 2022-08-18 | Gupta Mahendra R | Director | P-Purchase | A | Class A Common Stock | 10,000 | 5.37 | 53.7K | 10,000 | — | ↗ |
| 2022-08-18 | Greer Jessica L. | Officer | P-Purchase | A | Class A Common Stock | 1,000 | 5.37 | 5.4K | 9,379 | — | ↗ |
| 2022-08-11 | Sherman David K. | Director / Officer / 10% Owner | — | I | Class A Common Stock | 0 | 0.00 | — | 1,704,000 | — | ↗ |
| 2022-08-11 | Posner Abigail | Director | — | D | No securities beneficially owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-08-11 | MCDONNELL THOMAS A | Director | — | D | No securities beneficially owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-08-11 | Kleinhammer Alea Ann | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 8,529 | — | ↗ |
| 2022-08-11 | Kiel Steven L | Director / 10% Owner | — | D | Class A Common Stock | 0 | 0.00 | — | 70,706 | — | ↗ |
| 2022-08-11 | Gupta Mahendra R | Director | — | D | No securities beneficially owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-08-11 | Greer Jessica L. | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 8,379 | — | ↗ |
| 2022-08-11 | David K. Sherman 1997 Family Trust | 10% Owner | — | D | Class W-2 Warrants (right to buy) | 40,000 | 8.00 | 320.0K | 0 | — | ↗ |
| 2022-08-11 | DAVIDOW ROBERT A | 10% Owner | — | I | Class W-2 Warrants (right to buy) | 40,000 | 8.00 | 320.0K | 0 | — | ↗ |
| 2022-08-11 | Cohanzick Management, LLC | 10% Owner | — | D | Class W-2 Warrants (right to buy) | 250,000 | 8.00 | 2.00M | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
430.8K
Shares Outstanding
5.31M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2022 | Alea Kleinhammer, Chief Financial Officer | 169.8K | 111.5K | — | — | — | — | 281.3K | 0.00% | ↗ |
| 2 | 2022 | Jessica Greer, Secretary | 169.8K | 106.5K | — | — | — | — | 276.3K | 0.00% | ↗ |
| 3 | 2022 | David Sherman, Chief Executive Officer and Director | 154.8K | — | — | — | — | — | 154.8K | 0.00% | ↗ |
| 4 | 2022 | Steven Kiel, Former Chief Executive Officer and Director of Enterprise Diversified Inc. | 22.5K | — | — | — | — | 51.0K | 73.5K | 0.00% | ↗ |
| 5 | 2021 | Steven Kiel, Former Chief Executive Officer and Director of Enterprise Diversified Inc. | — | 100.0K | 90.0K | — | — | 51.0K | 241.0K | 37.34% | ↗ |
| 6 | 2021 | Jessica Greer, Secretary | 126.0K | 55.0K | 30.0K | — | — | — | 211.0K | 14.22% | ↗ |
| 7 | 2021 | Alea Kleinhammer, Chief Financial Officer | 126.0K | 55.0K | 30.0K | — | — | — | 211.0K | 14.22% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| David K. Sherman | Founder, Chief Executive Officer, Chief Information Officer & Director | 400.0K | male |
| Alea A. Kleinhammer | Chief Financial Officer | 250.0K | female |
| Jonathan Seth Barkoe | Chief Financial Officer | 250.0K | male |
| Jessica L. Greer | Secretary | 150.0K | female |
| Israel Adler | Chief Compliance Officer | — | male |
| Divya Jacob | Chief Administrative Officer | — | female |
| John Conner | Executive Vice President | — | male |
| Jonathan I. Berg | Head Trader & Senior Analyst | — | male |
| Christopher Lee Payne | Interim Chief Compliance Officer | — | male |
| Spencer Rolfe | Portfolio Manager | — | male |
| T. Kirk Whitney | Portfolio Manager | — | male |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for ENDI
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
